Position in AEE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$142,675,934
-$25,805,354 QoQ
Shares Held
1,297,998
-23.1% QoQ
Ownership
0.469%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72.71035856757868.ToString("F0")%
Shared 0.ToString("F0")%
None 27.289641432421313.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $27,489,271,617 across 42 Utilities - Regulated Electric names. AEE ranks #21 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
111,988,240 | $10,401,467,722 | |
| 2 | SO |
Southern Co
|
43,337,750 | $4,182,959,620 | |
| 3 | ETR |
Entergy Corp /De/
|
27,432,884 | $3,082,358,839 | |
| 4 | XEL |
Xcel Energy Inc
|
28,698,967 | $2,279,845,930 | |
| 5 | D |
Dominion Energy, Inc
|
22,379,238 | $1,383,484,483 | |
| 6 | CMS |
Cms Energy Corp
|
15,839,684 | $1,228,842,674 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,526,693 | $639,825,241 | |
| 8 | DUK |
Duke Energy CORP
|
4,036,727 | $528,569,023 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,675,934 | 1,297,998 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $168,481,288 | 1,687,175 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $425,951,288 | 4,080,775 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $232,393,358 | 2,419,756 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $128,288,905 | 1,277,778 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $97,673,722 | 1,095,734 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $93,134,134 | 1,064,877 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $49,926,681 | 702,105 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $71,672,192 | 969,067 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $176,962,370 | 2,446,259 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $353,239,348 | 4,720,558 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $478,329,177 | 5,856,853 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $536,783,738 | 6,213,494 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $546,054,067 | 6,140,959 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $697,146,550 | 8,654,830 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $724,592,405 | 8,018,951 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $436,450,165 | 4,654,972 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $69,835,369 | 784,579 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $24,426,036 | 301,556 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $22,599,851 | 282,357 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $255,221,839 | 3,136,945 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $238,038,578 | 3,049,431 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $88,351,728 | 1,117,245 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $41,364,638 | 587,900 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $128,197,472 | 1,760,229 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||